LIBERTY WEALTH MANAGERS

1185 Avenue Of The Americas
3rd Floor
New York, New York 10036
Tel: 267-864-8259

About LIBERTY WEALTH MANAGERS

LIBERTY WEALTH MANAGERS, formally registered with the SEC as LIBERTY WEALTH MANAGERS. The firm was established in 12/09/2022. They have over 3 offices throughout the country.

LIBERTY WEALTH MANAGERS is a New York, New York based Financial Planning firm with nearly $58,266,455 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322131
SEC#	801-126337
Assets Managed by Firm	$58,266,455
No. of Clients	130
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER)

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	130	$58,266,455
Individuals (other than high net worth individuals)	97	$25,991,113
High net worth individuals	25	$32,275,342

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